//Automations

Real-Time ChMS Lead Synchronization

Eliminate manual data entry with real-time automated lead syncing between your website and Church Management System.

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Workflow

New guest contact or decision card submitted

Instantly creates member profiles and tags records in your ChMS

Step 1: Duplicate Profile Check

Verifies email and phone against existing records

Step 2: Real-Time ChMS Record Creation

Creates or updates member profile with zero manual data entry

Step 3: Ministry Tagging & Notes

Applies custom life-stage tags and interaction notes

Step 4: Ministry Leader Notification

Alerts assigned pastor or ministry leader of new entry

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Why EasyChurch?

The Problem

Church staff spend hours manually copying and pasting connection cards, prayer requests, and group signups into their ChMS.

The EasyChurch Solution

EasyChurch Automations instantly pushes every visitor contact, decision card, and volunteer request straight into your ChMS with zero manual effort.

Key Capabilities

How EasyChurch automates this workflow for your site.

Zero Manual Data Entry

Automatically creates or updates member profiles in your ChMS the second a form finishes.

Custom Tagging & Workflows

Applies custom tags like First-Time Guest, Prayer Request, or Small Group Interest directly.

Instant Staff Alerts

Notifies key ministry leaders via SMS or email whenever a high-priority lead is logged.

How It Works

Connect your tools and launch your automated workflow in under 5 minutes.

Connect Integrations

Link your ChMS (Planning Center, Breeze, Realm) and messaging channels in one click.

Configure Triggers

Define key events, volunteer schedules, or form submissions that launch your workflow.

Customize Actions

Tailor automated SMS text messages, emails, and database updates with smart tags.

Turn On Workflow

Activate your automation to run 24/7 in the background with zero manual maintenance.

Sync all your platforms with EasyChurch Automations

Connect your ChMS, SMS text messaging, WhatsApp, and database tools into multi-step workflows that run 24/7.

Planning Center

AccessACS (Realm)

Custom Webhooks

Breeze ChMS

Rock RMS

Pushpay

Tithe.ly

Subsplash

Google Workspace

Microsoft 365

SMS Text Messaging

WhatsApp Business

Slack Workspace

QuickBooks Online

KidCheck

Planning Center

AccessACS (Realm)

Custom Webhooks

Breeze ChMS

Rock RMS

Pushpay

Tithe.ly

Subsplash

Google Workspace

Microsoft 365

SMS Text Messaging

WhatsApp Business

Slack Workspace

QuickBooks Online

KidCheck

See EasyChurch Automations

Frequently Asked Questions

Is this workflow customizable?+

Yes, absolutely. You are not limited to this example. Almost any combination of triggers, actions, SMS text messages, emails, and ChMS integrations can be customized to match your church's exact ministry process.

Which ChMS platforms are supported?+

We support Planning Center, Breeze, AccessACS/Realm, Rock RMS, Subsplash, Pushpay, and Tithe.ly.

Can it prevent duplicate contact entries?+

Yes. The automation checks existing email and phone records to update existing profiles instead of creating duplicates.

Stop Copying Connection Cards Manually

Let EasyChurch Automations keep your ChMS updated 24/7 in real time.

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